Our multi-tenant, custom-built M&A CRM provides immediate access to project progress, including reports on outreach, feedback from phone conversations with relevant targets and even the ability to provide targeted, automated follow-ups–all while tracking deal marketing effectiveness. Because our software is multi-tenant, it means that each client receives his/her own private CRM built specifically for completing transactions. In addition, the custom M&A CRM is pre-populated not only with exhaustive lists of pre-approved industry targets, but also with potential senior, mezzanine and equity funding sources that could prove essential to facilitating strategic buy-side growth through mergers and acquisitions.

A suite of self-directed software tools along with a full-service, back office advisory team

OUR CLIENTS

A breakdown of our typical engaged client pool

Our clients include active, middle-market companies with annual revenues in excess of $10M, private equity groups, single and multi-family offices as well as independent/fundless sponsors. We tailor both our strategy, outreach and program to match the relative models of the various groups with which we engage. Our services are best suited for businesses looking for both regular add-on and bolt-on acquisitions as well as those looking to complete even a single game-changing acquisition.

$10M+ Revenue Businesses 0%

Private Equity Groups0%

Family Offices 0%

Independent Sponsors 0%

DETERMINE STRATEGY

Advisor and client determine the ideal target company for acquisition

MARKET RESEARCH

Extensive market research for identifying targets using multiple data resources

TARGET SELECTION

Bifurcate and prioritize client list into most relevant and likely buy-side targets

DOC CREATION

Creation and dissemination of relevant acquisition support and marketing documentation

DEAL ORIGINATION

Direct phone calls, mailers and emails are sent to key stakeholders within target companies